-Create a Simple Recall Batch

With a Simple Recall, a batch is created and the patient is sent an SMS/e-mail. Once the SMS/e-mail has been sent, there is no further communication.

NOTE: Please contact Centaur if you want to change your current recall system process. This will ensure the transition is seamless and no patients will be missed. 

1. Go to Debtors and Marketing > Recalls tab

2. Enter a Batch Name. Every batch must have a name. Examples would be the month and year (e.g. October 2025)

3. Enter the date range of patients to capture (e.g. 01/10/2025 to 31/10/2025 - this would capture the month of October 2025).

4. Select the Recall Set and Type

5. Patients who have not been seen in a number of months can be excluded (e.g. 36 months)

6. Patients who have appointments within a number of days can be excluded (e.g. 60 days)

7. Place a tick in Exclude those with BAD DEBT if patients with a bad debt are to be excluded

8. Place a tick in Include Patients who have appointments booked for another Recall set if a patient has an appointment that is NOT a hygiene appointment (e.g. an extraction or filling) and a Recall message is sent to the patient

9. Select Patient Categories to be excluded. Recommended Categories are Inactive, Inactive Deceased and Inactive Transferred

10. Click Retrieve

    

11. A list of patients matching the criteria is displayed

12. Click All rows for all patients in the list to be highlighted

    1. Or click Manual Select rows to manually highlight rows
    2. Hold Shift key on keyboard and click patients to highlight 

13. Remove the tick from Update Recall Dates and Update Type

14. Click Create Batch

15. The SMS/e-mails can now be sent.

The patients will not receive any further Recall reminders until 6 months after their next Scale & Clean treatment. If a patient doesn't book in for their recall and the recall due date is not reset at that visit, they wont be captured by future batches.